How to: Create Adjustment/ Write offs

Navigate to the Billing Tab- Manage EOBs sub tab
Open a new remit. This will default to an insurance based remit.
Add the Payer Name for the accounts that only have that insurance name/ entity.

Once you have decided what entity you will add the remit under continue to fill out the rest of the required fields. Then select Next: Allocate Claims

Scroll down to the bottom of the window and type in the name of the intended account. Then select the + button.

The screen will open to all of claims on file

Select the dates of service that need the adjustment:

Then select Add

Once you select Add, you will be routed back to the payment screen.

Then enter under the Adjusted field the amount you want to write off and under Adj Type select the Allowed hyperlink to change the type.

Scroll over to change/ verify that the collection status is set Closed:

Some Adj Types are hardcoded:

To Create an Adjustment Type:

If you have access to Practice Setup- List of Values, they can be added.

Select Module: RCM and Entity Adjustment Type:

Add New Registry for this value to appear in the dropdown list of choices

Reporting:

Adding the word "Adjustment" or "Write off" in the Other Reference Number field, that will display on the EOB's main page.